Financial Planning Magazine - July/August 2022

Elevating your RIA’s brand

Financial advisors and other experts share their best tips for confronting a challenge faced by every practice in the industry.

UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.

Hearsay’s fifth annual 2022 Social Selling Content Study says balancing who you are with what you do is the key to making a positive impression online.

The wealth manager has leveraged massive resources across its three channels, but it’s not altering its approach to the continuing breakaway movement.

Black professionals say there’s a connection between closing the racial gap and fighting white supremacy that became even more clear after the horrific attack.

The results come from the College for Financial Planning’s first cohort of scholarship winners.

Wealth managers know they need to be digital but aren’t confident about how to get there.

Participants in the internship program now have access to software and certifications at no additional cost.

“Investomania” aims to tamp down the game-like nature of Robinhood-style investing.

Many younger investors are going it alone to "buy the dip" and banking on a quick rebound, rejecting professional advice amid major market volatility.

Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.

Preparation is key in a time when events affect investors more quickly than ever before and from every possible direction.

Shoring up fiduciary obligations under ERISA would be a much-needed protection for investors.